Assigning team members to a work location

When you have set up the work locations used by your organization you can assign team members to them.

To assign a single team member to a work location:

  1. Open the team member's employment record.

  2. On the Employment Record Detail page select Edit.

  3. Find the Work Location field, typically in the Information section, and select Work Location Lookup Icon: Salesforce lookup.

  4. Find and select the work location you want for this team member.

  5. Select Save.

To assign multiple team members to the same work location:

  1. Select the Team Members tab.

  2. On the Team Members Home page select a view to display all team members.

  3. Select the team members you want to assign to the work location.

  4. Select Mass Update.

    Step 1 of the Mass Update Wizard displays the list of team members you have selected.

  5. Select Update Employment Records.

  6. On Step 2 of the Mass Update Wizard select the Field picklist and choose Work Location (work_location__c).

  7. Select Next.

  8. On Step 3 of the Mass Update Wizard select Work Location Lookup Icon: Salesforce lookup, find and select the work location you want for the team members.

  9. Select Next.

  10. On Step 4 of the Mass Update Wizard check the details you have given and select Update.

    Sage People applies the update and displays a confirmation message.

  11. Select Done.